Commercial Lines Associate Client Representative

Position Summary

The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. 
 
Primary Responsibilities 

Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.

Set up and maintain accurate account details, contacts, and policy information in EPIC

Attach, organize, and name documents in EPIC

Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, proposal letters, change requests, proofs of insurance etc.

Endorse policy in EPIC

Create activities in EPIC and assign appl...

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